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Loss of Spouse

One of the Most Stressful Events in Life

You must learn to live a new life.

Many of the decisions you once made together are now yours alone. Even if you’re a strong, independent person, the decisions can be overwhelming. You likely feel vulnerable and afraid.

My role advocating for a surviving spouse is one of the most rewarding of my career. It would be my honor to assist you.

What's most important?

Protecting your financial and emotional well-being.


 

I hope to build a true, lasting friendship encompassing education, empowerment and confidence.

“Life is a journey, not a destination.” ― Ralph Waldo Emerson.

These are tender days, you'll need a trusted advocate on the journey.

My utmost concern is identifying your priorities and immediate needs. 

We'll work together through many decisions with long-term implications. On your time, with my guidance.

Your peace is truly my success. What will peace feel like to you? Hopefully empowered to make your own decisions, pleased with the estate settlement and confident in your financial future.

If this resonates with you, I'd love to hear from you.

Common Concerns

  • Immediate attention items
  • Household budget ("Can I afford to stay in my home?")
  • Employer benefits, pension
  • Spousal trust
  • Investments, savings accounts, 401k
  • Social Security spousal benefits
  • Life insurance proceeds
  • Retitling the home and other assets
  • Will and estate planning documents
  • Veteran's benefits
Learn more: The 13 Issues
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